| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Russell Naviter Wealth LLC | 13,705 | $2.54M | $2.57M | $26,106.24 | 1.03% |
| YA Yinka Akinsola Blue Trust Inc. | 627 | $137,921.19 | $116,377.47 | -$21,543.72 | -15.62% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 1,982 | $429,903.11 | $364,806.92 | -$65,096.19 | -15.14% |
Jeff Ameen Spire Wealth Management | 351 | $67,217.43 | $65,149.11 | -$2,068.32 | -3.08% |
Michelle Dubey Yousif Capital Management LLC | 24,183 | $5.84M | $4.49M | -$1.35M | -23.1% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 3,178 | $587,631.72 | $589,868.58 | $2,236.86 | 0.38% |
Kyle P. Smith NewEdge Wealth LLC | 7,623 | $1.48M | $1.43M | -$52,287.94 | -3.53% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,095 | $403,580.8 | $396,478.75 | -$7,102.05 | -1.76% |
Joseph Castro Nuveen LLC | 936,898 | $198.71M | $172.24M | -$26.48M | -13.32% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,990 | $427,094 | $365,841.6 | -$61,252.4 | -14.34% |
Sima Elimelech Activest Wealth Management | 10 | $1,633.5 | $1,856.1 | $222.6 | 13.63% |
Brian Baylis Bell Investment Advisors Inc. | 22 | $3,890.4 | $4,126.1 | $235.7 | 6.06% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 5,822 | $1.09M | $1.05M | -$46,402.61 | -4.24% |
Bobby Adusumilli SJS Investment Consulting Inc. | 12 | $1,960.2 | $2,227.32 | $267.12 | 13.63% |
Kea Molnar Cromwell Holdings LLC | 480 | $98,094.64 | $89,092.8 | -$9,001.84 | -9.18% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 5,602 | $1.06M | $1.05M | -$6,778.04 | -0.64% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 11 | $2,176.52 | $2,041.71 | -$134.81 | -6.19% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 57 | $10,918.15 | $10,579.77 | -$338.38 | -3.1% |
| HC Harry Cowley Stonegate Investment Group LLC | 4,257 | $758,718.98 | $790,141.77 | $31,422.79 | 4.14% |
| TG Terence Gray Vert Asset Management LLC | 72,165 | $14.6M | $13.39M | -$1.2M | -8.25% |